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Compliant Texting and Mobile Calling, Built for Financial Services

Compliant Texting and Mobile Calling, Built for Financial Services

Hearsay Relate improves the client-advisor/agent experience making business communications simple and reliable while maintaining the enterprise-class security and controls FINRA, SEC, IIROC, FCA and MiFID II regulations require.
Hearsay Relate is a compliant text and high-quality cellular voice solution. Your advisors can connect to their clients on any mobile device, from any location. And more than just text and mobile calls, Relate turns your advisors’ devices into mobile productivity centers. AI-based automation, delegation and workflows help advisors do business faster, drive more in-person meetings and save time converting prospects to clients.

Click on your industry segment on the right to see how Hearsay Relate can work for you.

Read these Datasheets to see how Hearsay is transforming follow-up for:

Insurance

P&C

Wealth Management